Analysis
Yen Carry Trade Explained: Why It Moves Bitcoin
The yen carry trade is the world's cheapest borrowed money funding assets everywhere. Here is how it works, why it unwinds, and what it …
Bitcoin
All Bitcoin coverage
Analysis
Who Is Benjamin Cowen? The Data-Driven Crypto Analyst
Who is Benjamin Cowen? A guide to the data scientist behind Into The Cryptoverse, his Bitcoin Risk Metric, logarithmic regression bands, and …
Analysis
Who Is Mark Moss? The Bitcoin and Macro Educator
Who is Mark Moss? A guide to the Bitcoin and macro educator, his Market Disruptors platform, YouTube channel, and role as a corporate …
Analysis
Why Is Bitcoin Down While Stocks Are Up? Real Yields
Why is Bitcoin down while stocks are up? Mark Moss argues it isn't broken or manipulated — real yields and the risk curve pulled the money …
News
Franklin Templeton Bitcoin ETF: How the DRIP Works
The Franklin Templeton Bitcoin ETF funnels dividend cash into BTC automatically. Here's how the DRIP machine works, plus BlackRock's rival …
Analysis
Strategy STRC: Is the 11.5% Bitcoin Yield Safe?
Strategy's STRC (Stretch) pays 11.5% and trades below its $100 par. Here's what the Bitcoin-backed yield is, why below par isn't a break, …
News
Why Did Strategy Sell Bitcoin? The 'Never Sell' Era Ends
Strategy sold 3,588 BTC for $216M under a new BTC Monetization Program. Here's why Strategy sold Bitcoin and what it means for the market in …
Analysis
Is the Bitcoin Four-Year Cycle Dead? Cowen Says No
Is the Bitcoin four-year cycle dead? Benjamin Cowen argues 2026 is a less volatile replay of 2018 — same lows, same rhythm — and shares his …
Analysis
Where Is the Bitcoin Bottom? 3 On-Chain Signals
Where is the Bitcoin bottom? Investor Mark Moss says three on-chain signals plus the 200-week moving average mark deep value, not the exact …
Analysis
Strategy Death Spiral: Is Bitcoin Really Going to Zero?
Strategy's MSTR is down 82% and STRC broke its $100 peg. Is the death spiral real, or just another Bitcoin bear market? The cycle data, …
Analysis
Bitcoin 2026 vs 2018: Cowen's Midterm-Year Map
Bitcoin printed a July low at 57,700 — echoing 2018's 5,743 bottom. Benjamin Cowen's midterm-year cycle map and DCA strategy, explained.
Analysis
Bitcoin Below Fair Value: Cowen's 2026 Outlook
Benjamin Cowen says Bitcoin and crypto will stay below the fair value logarithmic regression trend line through 2026 — here's the model and …
Analysis
Marc Faber Warns of a Monetary Reset: Gold Over Bitcoin
Marc Faber warns the fiat system is heading for a reset. Why he favors gold, is skeptical of Bitcoin and XRP, and sees near-term deflation …